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$8.33 +0.08 (+0.97%)
Rebalance outlook locked
Market Cap
$863.31M
Shares
104.71M
Volume · Oct 22 178.93K Avg daily vol (3M) 661.87K

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Use institutional holdings through the 13F API or MCP → See every holder of BBDC: 13F, 13D and 13G, insiders and funds →
Institutional holdings are being reconciled with SEC filings. Holder totals and changes may be incomplete until reconciliation finishes.
The Sep 30, 2026 filing window is still open — showing the latest known positions. Funds that have not filed yet carry their prior-quarter positions; a fund that filed without this stock counts as sold out. Each fund's Change is measured against its own previous reported quarter, shown in the Reported column. Pick a completed quarter in the Quarter selector below to put every fund on one quarter and see the stock-wide activity breakdown.
Holders: 206
Total Value: $431,018,979
Total Shares: 50,572,653
Showing 1–100 of 208 holdings by value · page 1 of 3

Institutional Ownership Trend

27 quarters

Superinvestors Holding BBDC

All superinvestors →
Joel Greenblatt $340,800

Holder Concentration

Across 204 13F filers
Top Holder
27.0%
Sep 2023 → Jun 2026 · range 27.0% – 31.2%
of institutional value
Top 5
54.4%
Sep 2023 → Jun 2026 · range 51.3% – 55.2%
of institutional value
Top 10
68.0%
Sep 2023 → Jun 2026 · range 63.6% – 68.0%
of institutional value
HHI
1,002
Sep 2023 → Jun 2026 · range 1,001 – 1,196
Broadly held

Who Holds BBDC

Last 8 quarters through Sep 30, 2026 (filing window open)

Each kind of 13F filer's share of the common shares 13F filers report. Holder type comes from regulatory records, never the filer's name; style, turnover and horizon are measured from each filer's own 13F book. The quarter selector does not change this card.

Jun 30, 2026, the newest closed quarter: 202 filers, like-for-like change +6.4%; actively managed books +6.4%; index-like books +6.2%.

Holder type Share Filers Change
Registered adviser 71.9% 119 +4.1%
Exempt adviser 0.3% 2 +142.6%
Adviser 3.0% 4 +34.6%
Bank 8.3% 11 +16.8%
Broker-dealer 0.6% 1 -2.0%
Non-US 0.0% 3 +11.9%
Holding company 3.9% 5 -1.4%
Benefit plan 0.0% 0 —
Unknown 12.0% 57 +9.9%

The Sep 30, 2026 filing window is still open, so its bar carries the Jun 30, 2026 positions of filers that have not filed yet.

How the mix is measured

Shares are 13F common shares restated to today's split basis; options and principal amounts are left out. The change compares only filers with a 13F in both quarters and keeps each filer in its bucket of the later quarter on both sides; a filer that continues under a new CIK is compared through its successor. Holder type comes from each filer's current regulatory profile; client base and private funds come from the Form ADV roster current at each quarter end (rosters from December 2019, so an earlier quarter reads Unknown). Style, turnover, horizon and book size are measured from each filer's 13F book in the newest measured quarter, and Not measured means none was. Actively managed books are those measured systematic-like, concentrated or diversified active.

Excluded 2 holders with no observed 2026-03-31 13F and 5 holders with no observed 2026-06-30 13F.

Conviction and Crowding

202 13F filers, quarter ended Jun 30, 2026

Measured across every 13F filer's common-share book once the quarter's filing window closed. Crowding counts filers with high turnover or that advise private funds on Form ADV.

Conviction holders
2
0.990% of filers hold it in their top 10
Mar 31, 2026: 2
Holders above 5%
0
median weight 0.004%
Mar 31, 2026: 0
Crowding
28.3%
of shares outstanding, 78th percentile
Mar 31, 2026: 27.7%
Private-fund advisers
28.1%
of shares outstanding
Institutional ownership
48.0%
48.1% of the estimated free float
Top 10 holders
68.2%
of 13F shares, Herfindahl 0.101
Active holders
+6.4%
like-for-like share change of active filers
5% stakes on record
0
0 13D, 0 13G
How long holders have held it value-weighted 19.2 quarters
Under 1 year 12.1% 1 to 3 years 13.9% 3 years or more 74.0% Since coverage start 0.000%

Managers in the top fifth by current three-year FundScore alpha were net buyers of $0 (0 buying, 0 selling).

Estimated Holder Cost Basis

Quarter ended Jun 30, 2026, on that quarter's share basis

Estimated, never filed: each 13F buy is costed at its quarter's average traded price and each sale keeps the average cost, so this is what holders paid on average if they traded evenly through each quarter.

Estimated avg cost
$9.05
estimated per share
Mar 31, 2026: $9.12
Quarter-end price
$8.52
implied by 13F values
Estimated gain or loss
-5.8%
price against the estimated cost
Estimated at a loss
99.7%
of costed 13F value

Estimated cost covers 39.0% of the 13F shares; positions already held when a filer's 13F history starts, or bought in a quarter without a trusted average price, have no estimate.

Shared Holders

Companies BBDC's active holders also own, quarter ended Jun 30, 2026
# Company Shared holders
1 GSBD Goldman Sachs BDC, Inc. 12
2 BCSF Bain Capital Specialty Finance, Inc. 8
3 NMFC New Mountain Finance Corp 7
4 RWAY Runway Growth Finance Corp. 6
5 NCDL Nuveen Churchill Direct Lending Corp. 6
6 OCSL Oaktree Specialty Lending Corp 8
7 TCPC BlackRock TCP Capital Corp. 5
8 CCAP Crescent Capital BDC, Inc. 6
9 CGBD Carlyle Secured Lending, Inc. 6
10 OTF Blue Owl Technology Finance Corp. 8

Shareholder Targets

13F filers that own its peers but not BBDC, quarter ended Jun 30, 2026

Found through its holder-overlap peers: GSBD, BCSF, NMFC, RWAY, NCDL, OCSL, TCPC, CCAP, CGBD, OTF, PFLT, OBDC, CION, FSK, MSDL, TSLX, BXSL, EMBX, GBDC, KRP. 1,061 filers in all.

# Filer In peers
1 STRS OHIO Benefit plan, Diversified active $571,119,606 4 held
2 REGENTS OF THE UNIVERSITY OF CALIFORNIA Benefit plan, Concentrated $451,513,285 1 held
3 Mubadala Investment Co PJSC Unknown, Concentrated $308,303,771 1 held
4 Generali Asset Management SPA SGR Unknown, Diversified active $253,194,217 7 held
5 Orange County Employees Retirement System Unknown, Unknown $210,106,562 1 held
6 OMERS ADMINISTRATION Corp Benefit plan, Diversified active $184,066,405 6 held
7 CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM Benefit plan, Index-like $179,949,911 2 held
8 State of New Jersey Common Pension Fund A Unknown, Unknown $165,918,299 1 held
9 OREGON PUBLIC EMPLOYEES RETIREMENT FUND Unknown, Index-like $158,364,736 1 held
10 Bain Capital Credit, LP Registered adviser, Concentrated $148,016,861 1 held

Fund Ownership of BBDC by Fund Type

Registered funds' Form N-PORT reports for the quarter ended Jun 30, 2026

Index funds and index ETFs hold 2.12% of shares outstanding.

Fund type Of shares outstanding Shares
Index funds 0.00% 0
Index ETFs 2.12% 2,215,622
Active ETFs 1.27% 1,330,393
Active funds 0.51% 535,097
Unclassified 0.06% 60,415
All registered funds 3.96% 4,141,527
How fund types are measured

Each fund series counts once, with its latest Form N-PORT report dated inside the quarter; only long share positions count, restated to today's split basis. The fund type is the series' latest Form N-CEN answer on or before the quarter end (the index-fund box and the exchange-traded flag), never its name. Unclassified funds have no usable N-CEN; unit investment trusts are among them, so index ownership is a floor. Funds sit inside their advisers' 13F reports, so these shares overlap the 13F figures and are never added to them.

Holder type: Registered adviser 120 Exempt adviser 3 Adviser 4 Bank 11 Broker-dealer 1 Non-US 3 Holding company 5 Unknown 59
Showing 100 of 208
All Common Calls Puts
Export CSV
Holder Value (USD) % of 13F Shares Open
BARINGS LLC $116,210,082 26.96% 13,639,681
PRIVATE MANAGEMENT GROUP INC $40,723,248 9.45% 4,779,724
ARES MANAGEMENT LLC $35,480,066 8.23% 4,164,327
Cresset Asset Management, LLC $21,685,725 5.03% 2,545,273
VAN ECK ASSOCIATES CORP $19,677,484 4.57% 2,309,564
UBS Group AG $17,940,034 4.16% 2,105,638
FRANKLIN RESOURCES INC $11,636,513 2.70% 1,365,788
Russell Investments Group, Ltd. $10,518,042 2.44% 1,234,512
TWO SIGMA INVESTMENTS, LP $9,627,429 2.23% 1,129,980
DIMENSION CAPITAL MANAGEMENT LLC $8,695,350 2.02% 1,020,581
MORGAN STANLEY $8,184,113 1.90% 960,577
Focus Partners Wealth $7,732,879 1.79% 907,615
Legal & General Group Plc $7,496,083 1.74% 879,822
WELLS FARGO & COMPANY/MN $6,479,962 1.50% 760,559
Muzinich & Co., Inc. $6,091,416 1.41% 714,955
BANK OF AMERICA CORP /DE/ $5,885,419 1.37% 690,777
RAYMOND JAMES FINANCIAL INC $5,817,609 1.35% 682,818
Sumitomo Mitsui Trust Group, Inc. $4,919,550 1.14% 577,412
BlackRock, Inc. $4,338,552 1.01% 509,220
Thrivent Financial for Lutherans $4,054,104 0.94% 475,834
GCM Grosvenor Holdings, LLC $4,047,000 0.94% 475,000
Advisors Asset Management, Inc. $3,553,274 0.82% 417,051
Bulldog Investors, LLP $2,866,136 0.66% 336,401
CONFLUENCE INVESTMENT MANAGEMENT LLC $2,654,296 0.62% 307,923
GraniteShares Advisors LLC $2,627,159 0.61% 308,352
LPL Financial LLC $2,502,537 0.58% 293,725
OSAIC HOLDINGS, INC. $2,499,426 0.58% 293,360
Callodine Capital Management, LP $2,470,800 0.57% 290,000
Hennion & Walsh Asset Management, Inc. $2,435,951 0.57% 282,593
SBE LLC DBA CEDAR COVE WEALTH PARTNERS $1,995,133 0.46% 231,454
Financial Gravity Companies, Inc. $1,909,366 0.44% 224,104
NEUBERGER BERMAN GROUP LLC $1,766,400 0.41% 207,324
RIVERNORTH CAPITAL MANAGEMENT, LLC $1,748,252 0.41% 205,194
Cambridge Investment Research Advisors, Inc. $1,638,131 0.38% 192,269
STEEL GROVE CAPITAL ADVISORS, LLC $1,314,955 0.31% 152,547
Privium Fund Management (UK) Ltd $1,282,260 0.30% 150,500
HighTower Advisors, LLC $1,251,085 0.29% 146,841
CANADA LIFE ASSURANCE Co $1,183,359 0.27% 138,892
HUB Investment Partners, LLC $1,172,420 0.27% 137,608
Cliffwater LLC $1,079,935 0.25% 126,753
MARSHALL WACE, LLP $1,046,383 0.24% 122,815
Invesco Ltd. $945,515 0.22% 110,976
Balyasny Asset Management L.P. $936,177 0.22% 109,880
SageGuard Financial Group, LLC $901,961 0.21% 105,864
SAXON INTERESTS, INC. $895,077 0.21% 105,056
CITADEL ADVISORS LLC $880,337 0.20% 103,326
HBK INVESTMENTS L P $852,000 0.20% 100,000
&PARTNERS $848,677 0.20% 99,610
BLAIR WILLIAM & CO/IL $842,057 0.20% 98,833
Diameter Capital Partners LP $822,938 0.19% 96,589
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC $765,559 0.18% 88,812
DENALI ADVISORS LLC $708,710 0.16% 83,182
Ethos Financial Group, LLC $695,402 0.16% 81,620
Apollon Wealth Management, LLC $659,030 0.15% 77,351
Cetera Investment Advisers $638,599 0.15% 74,953
FreeGulliver LLC $633,964 0.15% 74,409
Prime Capital Investment Advisors, LLC $608,106 0.14% 70,546
Caliber Wealth Management, LLC / KS $602,236 0.14% 70,685
Kestra Advisory Services, LLC $536,325 0.12% 62,949
Tidal Investments LLC $524,738 0.12% 61,589
MML INVESTORS SERVICES, LLC $522,284 0.12% 61,301
Campbell & CO Investment Adviser LLC $520,631 0.12% 61,107
STIFEL FINANCIAL CORP $515,468 0.12% 60,501
Y-Intercept (Hong Kong) Ltd $514,036 0.12% 59,633
COMMONWEALTH EQUITY SERVICES, LLC $490,913 0.11% 57,619
PFG Investments, LLC $427,150 0.10% 50,135
XTX Topco Ltd $419,328 0.10% 49,217
Lido Advisors, LLC $412,802 0.10% 48,451
Bison Wealth, LLC $404,614 0.09% 46,939
LSV ASSET MANAGEMENT $397,884 0.09% 46,700
Virtus Investment Advisers, LLC $394,152 0.09% 46,262
MQS Management LLC $368,157 0.09% 43,211
BI Asset Management Fondsmaeglerselskab A/S $365,448 0.08% 42,893
Gotham Asset Management, LLC $340,800 0.08% 40,000
D. E. Shaw & Co., Inc. $321,008 0.07% 37,677
SUSQUEHANNA INTERNATIONAL GROUP, LLP $314,370 0.07% 36,898
Closed-End Fund Advisors, Inc. $300,619 0.07% 35,284
Curi Capital, LLC $279,686 0.06% 32,827
Prosperity Consulting Group, LLC $275,460 0.06% 32,331
Western Wealth Management, LLC $272,035 0.06% 31,929
MACKENZIE FINANCIAL CORP $264,171 0.06% 31,006
ROYAL BANK OF CANADA $258,751 0.06% 30,370
Creative Planning $248,732 0.06% 29,194
Sunbeam Capital Management, LLC $240,749 0.06% 28,257
WEDBUSH SECURITIES INC $237,588 0.06% 27,886
Sigma Planning Corp $237,264 0.06% 27,848
Waverly Advisors, LLC $236,856 0.05% 27,800
BFSG, LLC $232,894 0.05% 27,335
EAGLE GLOBAL ADVISORS LLC $232,553 0.05% 27,295
DRW Securities, LLC $231,897 0.05% 27,218
PRICE T ROWE ASSOCIATES INC /MD/ $216,220 0.05% 25,378
Triumph Capital Management $210,034 0.05% 24,366
Arkadios Wealth Advisors $208,917 0.05% 24,521
Advisor OS, LLC $204,948 0.05% 24,055
CAPTRUST FINANCIAL ADVISORS $204,701 0.05% 24,026
CAXTON ASSOCIATES LLP $203,806 0.05% 23,921
STEPHENS INC /AR/ $200,867 0.05% 23,576
Raleigh Capital Management Inc. $193,105 0.04% 22,665
Virtu Financial LLC $192,943 0.04% 22,646
Advyzon Investment Management, LLC $192,066 0.04% 22,543

Showing the top 100 of 208 holders. Create a free account to see every holder, past quarters, search, filters and CSV export.

Key facts CIK 1379785 CUSIP 06759L103 13F (30d) 24 filings 24 filers Visit website Investor relations